All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FXAIX,FTKFX: Total Return Chart (with Dividends Reinvested)

Wed 2017-05-31? to Thu 2026-04-02 YTD
Return
TR
Price
FXAIX
×
−3.53%
2026-04-02
6.408 TR
2026-04-02
Fidelity 500 Index Fund Mutual Fund
FTKFX
×
+0.29%
2026-04-02
1.242 TR
2026-04-02
Fidelity Total Bond K6 Fund Mutual Fund

Returns

Wed 2017-05-31? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FXAIX
×
+216.45%
+13.92%/yr
+14.03%/yr
(R2=0.942)
Fidelity 500 Index Fund Mutual Fund
FTKFX
×
+24.17%
+2.48%/yr
+1.90%/yr
(R2=0.463)
Fidelity Total Bond K6 Fund Mutual Fund

Growth of $10,000

Wed 2017-05-31? to Thu 2026-04-02 Start
Value
End
Value
FXAIX
×
$10,000.00
2017-05-31
$31,645.45
2026-04-02
Fidelity 500 Index Fund Mutual Fund
FTKFX
×
$10,000.00
2017-05-31
$12,417.49
2026-04-02
Fidelity Total Bond K6 Fund Mutual Fund

Annual Returns

Year FXAIX FTKFX
2026 (YTD) −3.53% +0.29%
2025 +18.20% +7.53%
2024 +25.01% +2.73%
2023 +26.29% +7.03%
2022 −18.14% −12.84%
2021 +28.71% −0.09%
2020 +18.42% +9.54%
2019 +31.48% +10.03%
2018 −4.43% −0.75%
2017 +21.82% +0.52%
2016 +11.97%
2015 +1.38%
2014 +13.67%
2013 +32.39%
2012 +16.00%
2011 −5.95%

Drawdowns

Wed 2017-05-31? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FXAIX
×
−5.44% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FTKFX
×
−1.62% −17.17%
2022-10-21
Fidelity Total Bond K6 Fund Mutual Fund